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▷ ▶ Sales Bookings SelectSmart.com free Business flowcharts and decision trees.
A SelectSmart.com Flowchart by emccune. See emccune's 4me blog page.
Viewed 294 times. Created December 2014.
This SelectSmart.com Business flowchart, a free online decision tool is a creation of emccune and for amusement purposes only. The implicit and explicit opinions expressed here are the author's. SelectSmart.com does not necessarily agree.
BusinessSales Bookings
By emccune
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Determine whether or not a sale can be booked in Salesforce

                 
Is there a signed sales order?
YES
Book It!
 
 
 

NO


YES






Is there a purchase order
YES
Have they previously signed a sales order?
NO
Need a sales order signed too, then...
 
 

NO








Did they purchase via eCommerce?
YES
Did you have an open opportunity in Salesforce already?
YES
Book it!
 
 

NO


NO


YES




There's no booking, sorry.
NO
Is it an account built in Salesforce and managed by you?
YES
Have you actively been engaged in the account, with current activity reflected in Salesforce?